Client Coordinator
Eight Financial Advice
Totton - £30,000
We're looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office.
You’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best.
Key Responsibilities
- Coordinate new enquiries, ensuring they are handled promptly and professionally.
- Maintain accurate prospect data and manage workflows using Monday.com and other systems.
- Act as the first point of contact for clients, prospective clients and visitors.
- Deliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.
- Record meeting actions and follow up to ensure tasks are completed.
- Identify opportunities to improve processes and enhance the client experience.
Key Skills & Requirements
- Excellent organisational and communication skills.
- A friendly, confident and professional approach.
- Strong attention to detail and the ability to manage competing priorities.
- A proactive mindset, with the ability to take ownership and use initiative.
- Good IT skills and confidence using systems to manage data and workflows.
- Commercial awareness and an understanding of how enquiry management supports business growth.
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus+Company-wide bonus(when Eight hits targets)
- 28 days' holiday+bank holidays+your birthday off
- Private medical insurance&life assurance(4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advicefrom our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
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Client Coordinator in Totton employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
